I don’t position this blog as a newsbreaking site, but I have heard from a knowledgeable person with extensive contacts with current and former Big 12 members (i.e. knew specific details about Nebraska heading to the Big Ten and Texas A&M to the SEC beforehand that couldn’t have been simply guessed from the news) that basically had this to say: Oklahoma isn’t happy with the Big 12 and wants to get out.

Putting aside all of the valid issues of whether the Big 12’s grant of rights agreement can be broken or whether Oklahoma could politically leave Oklahoma State behind (both of which need to be cleared before any moves are even possible), it doesn’t seem as though OU wants to stand pat. David Boren’s comments about wanting Big 12 expansion with the “right schools” was more of a warning shot to the rest of the league because, frankly, the “right schools” wouldn’t ever take a Big 12 invite. As a result, everyone in Sooners land seems to agree on the overarching desire to leave the Big 12, but there are two mindsets within the school: the academic wishes of Boren and the athletic interests of OU Athletic Director Joe Catiglione. (Emphasis that these are currently mindsets that could take years to play out – please don’t interpret anything here as “Oklahoma is leaving for Conference X by the end of the year.”) Boren, not surprisingly, wants a more academic league, but it seems as though his focus is more on the Pac-12 as opposed to the Big Ten as of now. That’s not to say that OU wouldn’t consider the Big Ten (as it did in 2010), but there are still apparently concerns that the B1G would find OU to be academically acceptable. In contrast, the Pac-12 would like Oklahoma if they came with, say, Kansas. The West Coast league just doesn’t want an OU/Oklahoma State expansion (which is what OU had offered back in 2011 in the wake of Texas A&M bolting the Big 12 for the SEC). Meanwhile, the athletic side of the school would relish going to the SEC. Once again, the SEC would take Oklahoma in a heartbeat without Oklahoma State coming along. The SEC would likely prefer Kansas, as well, provided that the biggest dog of them all of Texas rejects their overtures.

Ah yes – Texas. The Longhorns aren’t oblivious to their rivals to the north. In a perfect world for Texas (as described to me by my Big 12 guy), they would want to join the ACC as full members with… wait for it… Notre Dame. Apparently, the UT people are convinced that the new College Football Playoff system will eventually drive the Irish to join a conference and Texas wants to be right alongside them. In turn, UT would also have Oklahoma and Kansas follow along to create an 18-school ACC behemoth. Texas would be fine with the same type of move to the Big Ten (although Notre Dame is contractually obligated to join the ACC if it chooses to drop independence until 2027, which would seemingly make that prospect impossible). The new Texas leadership doesn’t have the West Coast preference that their leaders circa 2010 had, so any new deal with the Pac-12 seems to be out. At the same time, the SEC continues to be simply a non-starter for the Longhorns.

Personally, I reflexively reject the viability of any realignment move predicated on Notre Dame joining a conference as a football member, where we might as well say that Texas would be willing to join the MAC if Notre Dame comes along with them. Also, the Irish would have 100% made a 4-team playoff in a year like 2012, so I consider any supposed South Bend-based worries about the CFP system to be false hopes for Texas partisans. Until I see actual consternation from Notre Dame itself about today’s college football world, they are going to be an immovable object. In that sense, it seems as though the smoke from Texas is more of a “If we get the PITCH PERFECT deal to move, then sure, we’ll move.”

Contrast this with Oklahoma, where they appear to be making public comments and private moves to put themselves in position to bolt from the Big 12 with merely a passable offer (as opposed to the perfect one that Texas would require). It then becomes a matter of whether it’s worth the risk of breaking the Big 12’s grant of rights of agreement with unpredictable damages claims (which I wrote about a couple of years ago) and/or any political fallout if Oklahoma proactively leaves the Big 12 without Oklahoma State.

If I were running the Big Ten, it’s time to take advantage of one of those rare moments where a national football brand name is essentially begging for offers. I’ve said this before and I’ll say it again: if we assume that Texas, Notre Dame and ACC schools are off the table, then the single most valuable expansion that the Big Ten can have at this point is adding Oklahoma and Kansas. These are two of the most elite blue blood brand names in college football and college basketball, respectively, and their small markets on-paper compared to Eastern options are irrelevant when they can effectively turn the Big Ten Network into a legit national network instead of a mostly regional one (which may become more important as cable cord cutting continues and the TV industry starts moving toward an a la carte or at least less-than-basic cable model). Also note that Kansas actually had the highest third tier TV rights revenue of any Big 12 school prior to the formation of the Longhorn Network, so it has been shown that the BTN can basically charge any price within KU’s market (and presumably OU’s market) and garner a ton of more revenue even with fewer households on paper.

Finally, I’m as much of a Big Ten academic snob as anyone, but Oklahoma’s academic reputation rankings have long been right in line with Nebraska, Kansas, Missouri and Iowa State despite OU never having had membership in the Association of American Universities. If the Big Ten is fine with Nebraska no longer being an AAU member from an academic standpoint, then that should make any concerns about OU’s academics much less of a roadblock. The prospect of Oklahoma and Kansas moving within the next few years is simply much more likely than schools like Virginia and North Carolina leaving the ACC within the next generation, so an OU/KU combo is the best viable expansion option for the Big Ten by far as of today.

I know that is has been a looooooooong time since my last post. Between coaching basketball and baseball teams for both of my kids and work, it’s been tough to write lately. The patience of the readers and commenters here is sincerely appreciated.

University of Oklahoma President David Boren on Wednesday reiterated his stance that the Big 12 should expand to 12 teams.

“I think it’s something we should strive for while we have the time, stability, all of that to look and be choosy,” Boren said. “(We) can be very selective about who we want to add. It would have to add value to the conference. I think we should.”

Boren said he worried about not only the perception of the league as other major conferences have expanded but there long-term health of such a setup.

“How many years can this go on?” Boren said. “Finally, it just gets to be really debilitating. I worry about that. That’s something I just worry about long-term about the conference, not short term.”

Boren also threw some shade on the Longhorn Network and the notion that the Big 12 TV revenue distributions would be reduced by expansion:

Boren also said without explicitly naming it that the Longhorn Network—which keeps the Big 12 from having a conference network like the SEC, Big 10 and Pac 12—is a big problem for the conference.

“The elephant in the room remains the network south of us that has struggled and has in a way as long as it’s there,” Boren said. “And we have done quite well with our network and if anything ever changed, it has value to it which we see. But someday, maybe we’ll get past that other problem as well. It’s a problem.”

Boren said the problem of reduced revenue per school with expansion wasn’t as big of a hurdle as it had been made out to be.

“The contract says that our main television contract … if we grow from 10 to 11 or 11 to 12, their payments to us grow proportionally,” Boren said. “So everybody’s share stays the same. If it’s ‘X’ dollars, it stays ‘X’ dollars.

“Our main media contract says it’s not the same pie now cut 12 ways instead of 10.”

Boren did say that that only includes the primary television contract, not other revenue that is split between the schools.

“It’s not total because there’s some smaller—much smaller—amounts of money around the edges but if you can find the right people, it should be additive even though it’s split 12 ways instead of 10.”

Boren provides an important confirmation that the Big 12’s first tier TV contracts would increase proportionally in the event of expansion. Essentially, the notion that each Big 12 member’s revenue slice would be reduced in the event of expansion is largely a non-factor. As a result, any potential Big 12 expansion school doesn’t need to show that they would directly increase the value of the league by $20 million (as some Big 12 expansion opponents have suggested) – that increase is already baked into the conference’s TV contracts.

Does this mean that the Big 12 will take my advice and invite BYU and Cincinnati (or Memphis or other potential candidates)? I’ll reiterate my belief that the Big 12 has been focusing on short-term revenue dollars at the expense of long-term stability… and Boren indicates that there isn’t even much of a short-term revenue upside to avoiding further expansion. The worst thing that happened to the Big 12 leadership (and in turn, many of their fans) is that they deluded themselves into believing schools from the ACC (notably Florida State) could possibly be interested in joining the Texas-centric league. Ever since that occurred, the Big 12 has been paralyzed on the expansion front with an overrating of their position in the conference realignment marketplace (which is #5 out of the 5 power conferences). The Big Ten might have initially wanted Texas and Notre Dame (and to be sure, I wanted them as a fan), but the league moved on with adding a national brand in Nebraska and two mega-markets with Rutgers (New York City) and Maryland (Washington/Baltimore). The Pac-12 had a Pac-16 proposal to create a superconference that would have completely upended the college sports world by adding Texas, Texas A&M, Texas Tech, Oklahoma, Oklahoma State and Colorado, but when that fell through, the league quickly shifted gears to solidify the Rocky Mountain region with a smaller expansion with Colorado and Utah. The SEC surely would have wanted Texas and Oklahoma, too, but they went out and nabbed Texas A&M and Missouri. The ACC will always dream of getting Notre Dame as a full member while harboring their own delusions of thinking that they could ever raid the Big Ten, but that league still got the Irish to commit to being a non-football member with 5 football games per season against ACC opponents and pilfered much of the value of the old Big East.

The point is that the other 4 power conferences gained more power and adjusted even when they didn’t get their #1 and/or #2 expansion options, whereas the Big 12 simply survived. Now, the Big 12 will always survive as long as Texas stays there. The MAC could add Texas and it would be automatically deemed to be a power league. However, if the Big 12 ever wants to get past mere survival and continuing to be the primary target for raiding by the other power conferences, it needs a more cohesive long-term strategy that doesn’t involve pie-in-the-sky hopes and dreams. The only realistic pool of expansion candidates for the Big 12 exists in the non-power “Group of Five” conferences plus independent BYU. The Big 12 can’t just sit back and wait for much longer – it needs to proactively find a way to extract value from 2 (or even 4) expansion candidates from that group in order to be more than a very regionalized (with a West Virginia appendage) conference.

Otherwise, the words of David Boren should be cautionary to the Big 12: this doesn’t sound like a guy that would turn down an invite from the Big Ten, Pac-12 or SEC. Indeed, once you get past the expansion targets that multiple conferences lust after because of their combination of athletic value and academic prestige (i.e. Texas, Notre Dame, North Carolina), Oklahoma is probably the single most valuable school that you could plausibly envision actually moving conferences in the nearish-term (defined as the next 10 years). I’ve stated here previously that if you take away any Texas/Notre Dame/Florida State expansion scenarios, the Big Ten adding Oklahoma and Kansas is probably the most valuable expansion that the league could realistically obtain. Their respective direct markets might not be the largest, but the national brand values of Oklahoma football and Kansas basketball are massive. With the NYC and DC markets already in the fold, the Big Ten Network is not necessarily going to be swayed by market size unless it’s the size of California, Texas or Florida (all of which might be unrealistic). Instead, expansion is about taking the last step of turning the BTN into a true national network, which is something that OU football and KU basketball can do. (Think about how much more attractive the Big Ten West looks as a division with Oklahoma in the fold, too.) On paper, Oklahoma may have some academic issues with the Big Ten since it is not an AAU member, but I believe the conference would look at form over substance in this instance with such an elite national football brand. Oklahoma has long been in the same academic tier as its neighbors of Nebraska, Kansas and Missouri, so this would not be a completely outside-the-box expansion. To be sure, it would be a much easier case for OU if it did have AAU membership, but they’re such a valuable potential addition (like non-AAU member Notre Dame) that I think that it would tip the balance.

The massive mountain-sized caveat, though, is that Oklahoma and Kansas aren’t schools that have complete autonomy over their conference decisions. Oklahoma State and Kansas State need to be taken care of if those schools move, which means either (a) the Big 12 can’t collapse (AKA Texas can’t move anywhere else) as a result of OU and KU ditching the league or (b) OSU and KSU have to come along with them as a package. This is big difference from the decisions of Colorado, Nebraska and Missouri leaving the Big 12 and even Texas A&M was able to avoid outside political pressure (which had occurred during the collapse of the Southwest Conference in connection with the formation of the Big 12 and the potential leaving behind of Baylor in the Pac-16 proposal) since Texas had (and still has) such huge financial incentives with the Longhorn Network that provide it with golden handcuffs to the Big 12.

Indeed, the Big Ten, SEC and Pac-12 would all take Oklahoma in a heartbeat, but the existence of Oklahoma State could limit the options of the Sooners. Note that the Pac-12 turned down an expansion proposal from Oklahoma and Oklahoma State in the chaotic days following Texas A&M’s announcement that it was leaving the Big 12 for the SEC, which means that the Pac-12 did NOT reject Oklahoma as an individual expansion candidate. If Oklahoma and Kansas were making that expansion proposal instead, then they would almost assuredly be Pac-12 members today.

Regardless, David Boren is pretty directly stating that Oklahoma isn’t that happy with where the Big 12 is today. Whether OU has any leverage to do anything about it depends upon whether it can act alone (in which case it has all of the options in the world with the Big Ten, SEC and Pac-12) or needs to do everything in tandem with Oklahoma State (where the only option might be to grit their teeth and stay in the Big 12).

After Iowa State lost within the opening hours of the first round (sic) of the NCAA Tournament, I didn’t even bother checking my bracket (IlliNIT Blues) until yesterday since I had figured my horrible Final Four prognostication skills (having had first weekend losers Iowa State and Villanova in addition to Kentucky and Wisconsin) would leave me in smoldering ashes. So, I was quite surprised to see that I’m second place in my work pool and nearly in the top 5% of the ESPN brackets nationwide. Granted, my entry is guaranteed to have a Harrison Ford-piloted crash like the 1969 Cubs (or 1984 Cubs or 2003 Cubs or 2008 Cubs) since my points possible remaining are extremely low (as in Illinois basketball scoring in crunch time low), but it goes to show you how there’s still life even when half of your Final Four is gone within a 72 hour period.

As noted in last week’s post, the conference realignment front is fairly quiet these days for the power leagues with the exception of the prospect of Arizona State joining Big Ten hockey. However, there are some rumblings in the non-FBS Division I conferences that are basketball-focused, so let’s get the lay of the land:

(1) Big East Expansion (or lack thereof) – The Big East has the ability to poach any non-FBS Division I school that it wants (which is something that not even the Big Ten or SEC can say at the FBS level). Every school from the Atlantic 10, West Coast Conference, Missouri Valley Conference and any other non-FBS league would take a Big East invite immediately. From there, any Big East expansion would have a massive trickle-down effect on the conferences below them. However, the Big East is sort of in the same position as the Big 12: it really does want to expand (regardless of what their respective commissioners and other PR people might say publicly), but the issue is that there aren’t 2 glaringly obvious candidates. As I’ve stated previously, St. Louis University seems to be the main lock for a future Big East invite regardless of how they might be performing on-the-court at any given time. SLU has the TV market, academic institutional fit as a private Catholic university, geographic location as a bridge between Creighton and the rest of the league, and facilities that the Big East is looking for as a total package. So, the primary issue is finding a partner for SLU, which isn’t as clear. Dayton has played very well on-the-court with a great fan base along with being a private Catholic school, but its TV market isn’t as attractive, Xavier is close in proximity, and there’s going to be consternation within the league about adding two Midwestern schools (as opposed to finding at least one Eastern expansion candidate). VCU has also been great on-the-court and has a desirable location, but it’s a large public school that isn’t an institutional fit with the rest of the Big East. Wichita State (which we’ll examine even further in just a moment) has the same institutional fit problems as VCU with a much less desirable location and TV market. Richmond is a great academic school with a solid basketball program, but it competes in the same market as VCU with fewer fans and a lower national profile. Davidson is similar to Richmond and has the advantage of the Charlotte market, but has a very small enrollment and alumni base (albeit wealthy and academically elite).

If I were a betting person, SLU and Dayton are still the odds-on favorites to eventually get into the Big East once it decides to expand. I feel that the fact that VCU is a public school ultimately tanks their candidacy even though they are attractive on virtually all other factors that the Big East desires in terms of location, TV market, fan base and location. Wichita State has never been a realistic Big East candidate since their issues are much broader beyond being just a public university (as you’ll see below). Richmond might be able to wedge into the mix if they can get some more high profile NCAA Tournament runs – as of now, their on-the-court attributes are going to matter more than their off-the-court attributes (which already fit well with the Big East).

For now, the biggest emerging challenger to Dayton for spot #12 in the Big East is Davidson. The small number of students at Davidson isn’t optimal, but the Big East has always been more of a TV league dependent upon casual large market fans as opposed to an alumni-based league (unlike the Big Ten and SEC). Davidson is within the Charlotte TV market, has legitimately elite level academics, performs well on-the-court, and would address the wariness of Georgetown, Villanova and St. John’s of adding two Midwestern schools. So, keep an eye out on Davidson on the Big East expansion front.

(2) Wichita State: Nowhere to Run – The non-FBS school that I get asked about the most lately regarding switching conferences is Wichita State (and that has accelerated this past week with their current Sweet Sixteen run). I certainly understand the fan love – as you can see from my bracket, I have the Shockers going to the Elite Eight (and as far off as I was on Iowa State, I was equally convinced that Wichita State would come out blazing against Kansas). However, as much as Wichita State was wrongly underrated by the NCAA Tournament Selection Committee this year, the school is overrated by most sports fans as a conference realignment candidate. When I started writing about conference realignment with the Big Ten expansion index, my credo was always: “Think like a university president, not like a sports fan.” Wichita State is a perfect example of the disconnect between the thought processes of sports fans and university presidents. Sports fans see Wichita State as a school with great fans and astounding on-the-court success with a recent Final Four appearance and a memorable takedown of Kansas to get to the Sweet Sixteen this year. However, university presidents see Wichita State as a non-flagship public school that’s ranked in the 200s in the U.S. News rankings that’s located in a small TV market with little recruiting value (whether for athletes or “regular” college students). Remember that university presidents care just as much about what a school brings to the table when it’s awful on-the-field/court compared to how well it’s performing at its peak. Wichita State is a classic case of looking great for fans when they’re playing well, but it’s extremely tough for university presidents to see their value when they’re not playing well (as they’re not bringing academic prestige, an institutional fit, a major TV market, etc.).

Just look at the conferences that would be a step up from the MVC for Wichita State. The Big East, as noted above, is one of the most institutionally-aligned conferences outside of the Big Ten and Ivy League, where all members are private urban schools with a basketball focus. As a result, Wichita State simply isn’t a viable Big East candidate. The Atlantic-10 has some public universities, but it’s still more similar to the Big East as being private school-centric and the league may very well retrench from the Midwest if/when the Big East takes SLU. The American Athletic Conference (AAC) and Mountain West Conference (MWC) don’t seem interested at all in adding non-football members, so Wichita State won’t be considered. Even the West Coast Conference (which is a geographic stretch for Wichita State) has the same type of private school lineup as the Big East.

Unfortunately for Wichita State, it doesn’t matter how well the Shockers might perform on-the-court. Much like the power conference invite prospects for UConn (who has been an elite men’s and women’s basketball power), the off-the-court issues prevail in conference realignment and, as the old adage goes, “It takes two to tango.” Wichita State can want to leave the MVC all that it wants, but the conferences hold the power here. It’s not Wichita State’s choice to make to leave, so its only realistic option is to strengthen the MVC.

(3) MVC Expansion and UAB (and the Chain Reaction for the Horizon League and Others) – Fortunately for Wichita State, the debacle of UAB getting its football program stripped by the University of Alabama power brokers in Tuscaloosa (with new allegations that it was a predetermined decision that was railroaded through the UAB leadership) might end up having a solid UAB basketball program that just scored a huge upset of my Final Four pick Iowa State fall right into the laps of the MVC. Conference USA appears to want to have all members to have football, so the league may kick out UAB for having had the misfortune of being governed by self-interested political appointees from a more powerful campus. As a result, UAB’s future conference membership for basketball and other sports is in flux, with Al.com reporting that there is mutual interest between UAB and the MVC. As horrible as the UAB football situation has been, the MVC would be about as good of a landing spot for the UAB basketball program as it could reasonably expect and, in turn, UAB is about as good of an expansion candidate that the MVC could realistically invite.

If the MVC adds UAB, the league would be unlikely to stay at just 11 members. This means that it will have to find a 12th school somewhere, which could then cause a chain reaction throughout many of the non-FBS conferences below them. When the MVC was exploring expansion a couple of years ago and ultimately decided upon inviting Loyola, the league had explored UIC and Valparaiso of the Horizon League heavily. This makes sense from a university president perspective – all 3 of Loyola, UIC and Valpo are located in the Chicago market, which is where a disproportionate number of MVC students and alums live. (A notable exception to this is Wichita State, which doesn’t have much of an alumni presence in the Chicago area.) The basketball fans within the MVC would probably prefer a pure on-the-court-focused addition like Murray State (although Valpo does have some on-the-court bona fides), but I’d expect MVC school #12 to be another Chicago market school. The demographics of the MVC generally look like the old Big 8, which isn’t sustainable for a league for the long-term. The irony is that Wichita State, the most important school in the MVC, would likely be unhappy about another Chicago area school, yet the rest of the MVC membership knows that Wichita State can’t go anywhere else for the reasons set forth above (which means that the most valuable school in the conference might have the least say in expansion matters).

As you can see, even one move by a smaller conference like the MVC could end up triggering large repercussions throughout Division I conferences. If the Big East were to expand, it could cause mass-scale change for non-FBS conferences on the level that we saw in 2010-2013. Of course, if the Big 12 were to expand, then all bets are truly off throughout college sports.

With our first regular season of the College Football Playoff over, I’ve got to paraphrase the ESPN commercials that have been running all year: I’M IN. It’s not perfect, as I’ve had my issues with the CFP committee and my optimal dream is to have an 8-team playoff with auto-bids for the 5 power conference champions (assuming that they are all “one true champions”), but from a pure unattached sports fan perspective (outside of sweating out whether my 6-6 Illini would actually have a bowl slot), having multiple teams from multiple conferences still legitimately in the hunt on Championship Saturday with a whole slate of games with massive stakes is a huge improvement over the old BCS system. There have been too many years where fans have been left with entrenched teams at #1 and #2 in the BCS rankings and/or several power conferences completely out of the national title chase for the last anticlimactic month of the season from a national viewpoint. That definitely wasn’t a problem this season – it felt as if though there were multiple de facto playoff games every week with a broad cross section of teams from all of the 5 power conferences (although the unrequited love for the SEC West got be suffocating after awhile). This is what I was hoping for when I wrote my “BCS Final Four” proposal four years ago that ended up looking a lot like what the new CFP system turned out to be today. It would have been nice if the Rose Bowl could have still received a traditional Big Ten vs. Pac-12 matchup, but most sports fans aren’t going to be complaining about Oregon vs. Florida State and Alabama vs. Ohio State on New Year’s Day in a survive and advance doubleheader.

Of course, in the blog/Twitter niche that I’ve staked out, the question that I’m getting the most right now is whether the CFP committee’s snub of the Big 12 and its co-champions of Baylor and TCU will spur that conference to finally expand. Indeed, Big 12 Commissioner Bob Bowlsby has stated that the league coming up empty in playoff bids “will certainly be catalyst for discussion and [the Big 12 will] have to weight whether this is substantial enough to add institutions.” Now, I have been an advocate of Big 12 expansion (with Cincinnati and BYU as the top two choices) and believe that the conference badly wants two obvious non-power conference teams to rise up on their own as expansion targets (in the way that Utah and TCU had made names for themselves a few years ago in the Mountain West Conference) no matter how much they tout their company line about being happy at 10 members. However, the effect of College Football Playoff bids on conference realignment is a red herring. The Big 12’s weak TV markets, population demographics, and recruiting areas outside of the state of Texas are really what the conference needs to worry about addressing through expansion in the long-term. Conferences don’t expand to get more playoff teams; instead, conferences expand to make more money. Those might be related issues, but they aren’t one and the same. Ohio State completely taking Wisconsin out to the woodshed had more of an effect on Baylor (or TCU or whoever the Big 12 wanted to name its champ)* not getting into the playoff than the lack of a Big 12 conference championship game.

(* To be sure, I’m happy that the CFP committee didn’t end up rewarding the hypocritical and contradictory statements that Bowlsby has made over the last 6 months, whether that snub was intentional or unintentional. The misguided arrogance to have an entire league marketing campaign based on “One True Champion” touting the round-robin schedule and then blatantly backtrack to attempt to get two schools into the playoff by naming co-champions was rightly punished by the karmic sports gods.)

Even when looking at conference realignment through the prism of the new playoff system, most writers and fans have had the Big 12 expansion analysis backwards: The financial value of a conference championship game isn’t tied to how it helps (or hurts) a conference in getting into the new College Football Playoff.Instead, the critical question is how much the new College Football Playoff adds to the financial value of a conference championship game itself. The Big Ten signed a contract with Fox a few years ago that was worth over $24 million per year just in TV rights alone for the conference championship game. Remember that contract was signed in the BCS era where the ratings for conference championship games that didn’t involve a potential national championship game participant were often mediocre. With the top 4 CFP system, though, the chances are vastly increased that every conference championship game will have national title implications every year, which in turn drives up the value of those games significantly. (The SEC, ACC, Big Ten and Pac-12 conference championship games all drew great overnight ratings over the weekend, even with the Ohio State-Wisconsin game being completely non-competitive after about the first half-hour.) If consolation Rose Bowl and Sugar Bowl games are worth $40 million each to their participating conferences, then the conference championship games are arguably worth even more in this new system. The conference championship games are de facto playoff games that can be guaranteed every single year and easily monetized with 100% of the revenue controlled by the applicable conference. Sure, a league like the Big 12 could regularly end up having an important game on the last weekend of the season, such as the Baylor-Kansas State game this past Saturday, but the Big 12 can’t sell that matchup ahead of time for $50 million or more in the way that the Big Ten will likely be able to do with its conference championship game when it enters into a new TV contract in a couple of years. If/when we start seeing money being thrown around at those levels, then the financial argument for expansion becomes much more compelling for the Big 12 (whether it’s actually helpful for on-the-field playoff bids or not).

Considering all that has transpired over the past few days, it makes some comments last week on a Nashville radio station about the prospect of the Big 12 adding Cincinnati and Memphis (which I also discussed on Twitter on Friday) all the more interesting. I’m pretty cautious about giving too much credence to these types of rumors since sooooooooo many have turned into nothing over the years, but I’ll say this particular scenario is at least one that I’ve heard about separately prior to Friday. So, I’d put it in the plausible category – it might be a bit surprising if the Big 12 heads down that road, but it wouldn’t be shocking. IF the Big 12 decides that it wants/needs to expand (which is really the threshold question above everything else), then the reality is that (a) it’s not realistic at all that the Big 12 is going to poach anyone from the Big Ten, SEC, Pac-12 or ACC and (b) there’s no perfect football power-in-waiting available at the non-power “Group of Five” level. This means that Big 12 expansion candidates are inherently going to have some flaws and aren’t going to make hearts palpitate for the average fan. However, it’s very possible that any two random schools picked off the street could pay for themselves with how much conference championship games can be worth in the new CFP world.

Readers of this blog know that I have quite a bit of respect for Cincinnati and wrote in the Big 12 Expansion Index that it’s the one “obvious” expansion choice for the Big 12 (to the extent that there are any obvious choices at all). Memphis didn’t fare quite as well in that analysis from a year ago and it was mainly based on its historic football ineptitude. That being said, I’ve also always acknowledged that any school with a great basketball fan base (i.e. UConn, Memphis, San Diego State, New Mexico, etc.) could do wonders for its conference realignment prospects if it could merely be competent in football. (I’d also say the same thing about quality academic schools in attractive locations, as well – see how much Tulane and Rice could be worth if they could string a few winning seasons together.) Memphis with a solid football program can certainly be a financially viable addition and it’s in a recruiting rich area for both football and basketball players. While its market is in SEC territory, it’s a split area for football (mainly between Tennessee and Ole Miss), has shown to be unified for Memphis basketball, and it’s a region that isn’t oversaturated with power school competition (much like Cincinnati where it’s a great recruiting region with “only” Ohio State as an in-state competitor and it’s located on the outer geographic band of the flagship’s sphere of influence). In contrast, the states of Texas, Florida and North Carolina are overloaded with power conference schools already, which is a negative for the prospects of schools like UCF, USF, Houston and East Carolina even if they have a lot of other positive conference realignment attributes going for them.

This certainly isn’t a proverbial slam dunk. Like I’ve said, the threshold question is whether the Big 12 wants to expand at all (as they are awaiting feedback on their proposal to the NCAA to allow for leagues with less than 12 schools to hold a conference championship game). At the same time, Memphis isn’t suddenly a no-brainer addition – there are plenty of open issues, particularly whether its academic reputation would satisfy Texas and if its football success this past year is sustainable. Looking at conference realignment in a vacuum, the two most valuable Group of 5 schools are arguably BYU and UConn, so who knows how the Big 12 views either of those schools. I’ll re-state my firm belief that BYU would be a fantastic fit for the Big 12 both on-the-field and financially, but acknowledge that it’s the most unpredictable school that I’ve seen over the past few years of conference realignment both in terms of its own actions and how the rest of the Big 12 perceives the school. If the Big 12 expands and BYU is somehow passed over, then it would be a clear inverse of the Michael Corleone credo: “It’s not business, it’s just personal”. UConn is in a tough spot because it’s not a very good fit at all for the Big 12 culturally or geographically, yet it still needs to push hard for a place in that league since it doesn’t have any other power conference options forthcoming in the near future. It’s all an interesting set of circumstances right now. The last couple of spots in the Big 12 might be the final power conference additions that the college sports world will see in this generation, so the stakes are massive for those schools that have a viable chance.

This is referring to a list of “Winners and Losers” from the great Mr. SEC regarding the SEC Network. Generally, I agree with his overall premise: the SEC Network is going to be extremely successful and fill the coffers of the likes of Ole Miss and Mississippi State as well as the Alabamas and Floridas of the world. I’m actually more optimistic about SEC TV ratings than Mr. SEC (which he listed as a “loser”) since many of the SEC Network games will be ones that would otherwise have been in the old ESPN Regional syndication package or as part of individual schools’ third tier rights deals similar to how the BTN largely took the Big Ten’s old ESPN Regional syndication package to a national audience. The BTN hasn’t really impacted the national ratings of the best Big Ten games (and instead expanded the audience for lower tier games), so I’d expect the same with the SEC.

On the other hand, ESPN has been using a bit of puffery when it states that the SEC Network is “available” in 90 million homes. Being “available” is quite different than actually being subscribed to in those homes – the SEC Network could be “available” in a home but such home may not be able to receive it on a basic tier or without having to buy a sports pack. A network only gets a fee if it’s actually subscribed to in a home instead of being merely available. For example, the mothership ESPN itself is has nearly 100 million actual subscribers, so it’s getting $5.00 or more per month for every single one of those households. (That’s why ESPN is very literally the most powerful media company on Earth today, and that’s saying something considering that it’s part of the ubiquitous Walt Disney Company that has been eating my credit card over the past several months with a spring break trip to Disney World, buying Disney Princess, Frozen, Marvel and Star Wars toys for my kids’ birthdays, etc.)

To be sure, the BTN is just as guilty of trumpeting of the artificially high “available homes” number in many of its press releases. There will inevitably be a lot of comparisons between the SEC Network and BTN, but at the end of the day, they have similarly-sized geographic footprints where their networks are carried on basic cable on very high rates and then will be carried at lower rates and/or on sports packs outside such footprints. The SEC Network essentially gets the SEC back on more of an even TV revenue playing field with the Big Ten… at least until the Big Ten enters into brand new first tier/high second tier national TV deals in a couple of years that most observers believe will completely blow away any other college sports deal signed up to this point.

My general feeling over the past several years is that the NCAA has been unbelievably and incredibly misguided and naive about student-athlete compensation issues. Regardless of fans’ feelings on either side of the debate about whether student-athletes should be paid, it continues to boggle my mind from a practical standpoint that the NCAA’s argument has essentially been reliant on tradition (“It has always been done this way!”) with an all-or-nothing zero sum approach. The problem is that once you find even isolated examples where players bring more than “nothing” in terms of market value, the entire crux of the argument breaks down in front of a judge. That’s exactly what occurred in the O’Bannon case.

Still, if the NCAA looks at the O’Bannon ruling from a rational practical standpoint, it’s actually a positive ruling for them where the judge allowed for a trust fund cap of $5,000 per year. Of course, the NCAA won’t look at it that way – it will continue to make the all-or-nothing zero sum argument on appeal because it doesn’t have any sense to take what was essentially a compromise ruling and run with it. Now, the NCAA opens itself up on appeal to the argument that even the $5,000 trust fund cap shouldn’t apply and there ought to be unlimited compensation available to student-athletes, which could very well happen with the liberal and labor-friendly U.S. Circuit Court of Appeals for the Ninth Circuit.

I’ve been fairly upfront on this blog that I’m an ardent free marketer when it comes to college sports: conferences and schools should be free to make whatever arrangements that are best for them to maximize revenue and, in turn, student-athletes should be able to seek compensation commensurate with their free market value from such conferences and schools in the same manner. (Antitrust economist Andy Schwarz had an excellent breakdown of college athlete compensation issues on Deadspin earlier this month. I’m firmly on the side of “Team Market” as opposed to “Team Reform”.) Even if you personally don’t agree with me (and based on the comments on previous posts, I know that many of you don’t), the reality is that the O’Bannon case is only the start of the college sports world heading in that market-based direction.

@frankthetank111 Where does the Big East stand in the new NCAA structure & what can it do to possibly be the 6th member of this new cartel?

The Big East won’t ever end up as part of the Power 5 conferences from an NCAA autonomy perspective. FBS football is such a dominant and driving force with respect to NCAA autonomy issues that having the Big East (or any other non-football league) as part of the “cartel” is a non-starter. The Big Ten and SEC don’t want conferences that aren’t dealing with football to have any say over what are largely football-driven decisions. That being said, the Big East isn’t really any worse off than the Group of 5 non-power FBS conferences within the NCAA structure itself. The marketplace is really where the Big East can distinguish itself – the league (despite low ratings) have an excellent TV deal with Fox that pays it more for only basketball than what any of the Group of 5 conferences (including the American Athletic Conference that has the remnants of the old Big East football league) are getting paid for TV rights for both football and basketball. The Big East also has a new non-conference challenge set up with the Big Ten next season, which indicates that it is considered to be a power conference for basketball purposes. It’s not an easy world out there for leagues that aren’t part of the Power 5, but the Big East may very well be the healthiest of any of them despite not playing any FBS football.

Enjoy the last days of a “Fancy”/”Rude” summer* and be sure to take the Ice Bucket Challenge if you haven’t done so already. Only one more week until the college football season starts!

(* You won’t be able to make it through this list of top songs from each summer for the last 20 years without either laughing uproariously at or being mortified about what we were listening to back in the day. There are some badly dated duds every year, but I have fond memories of the summers of 1992, 1997 and 2007.)

Frankly, the fact that the BTN was able to negotiate a deal this quickly (several months before football season starts) in any part of the New York DMA was surprising (and bodes very well for the Washington and Baltimore markets where Maryland has a stronger sports presence compared to Rutgers in the New York area). Cable and satellite industry consolidation (the ongoing regulatory approval process of the Comcast acquisition of Time Warner Cable and AT&T’s newly announced deal to acquire DirecTV) is likely in the backdrop, while BTN co-owner Fox has the ability to leverage its cross-ownership of YES (and there isn’t much more powerful programming in the NYC market than Yankees games).

(* For what it’s worth and this is strictly my semi-educated guess, but I believe that the Big Ten will end up with a split of rights between ESPN and Fox similar to how the Pac-12 and Big 12 deals are structured. It makes sense from the exposure and financial perspectives, while ESPN and Fox have clearly shown a willingness to partner with each other on large deals. The latest example of this is the recently-announced MLS/US Soccer deal with ESPN and Fox splitting the rights.)

With the Midwest having a lower proportion of the US population each year**, the East Coast has become a critical focus for the Big Ten out of necessity. The recent announcements of the Big Ten/Big East basketball challenge and the awarding of the Big Ten Tournament to the Verizon Center in Washington, DC in 2017 are important pieces to the league’s Eastern strategy, but the BTN carriage is definitely the clinching factor in all of the B1G plans.

(** Note that this different than the gross misnomer of the Midwest “losing population” that is often perpetuated in the national media, which simply isn’t true. What’s occurring is that the Midwest’s growth is much slower than other regions of the country. Granted, the legacy populations of places like Illinois, Ohio and Michigan are still extremely large to the point where it would still take many years, if not decades, for smaller faster growing states to catch up to them.)

Most people that have a passing understanding of conference realignment know that the odds of the feasibility of the Big Ten expanding with any school from the state of Illinois is less than zero (but we’ll spell it out here for any first time readers that haven’t been paying attention to this issue for the past several years). First of all, what the Illinois State Legislature wants is completely irrelevant to Big Ten expansion. They might have some control over the University of Illinois specifically, but Michigan, Ohio State, Wisconsin and every other Big Ten school (even Northwestern) would laugh off any attempt for some type of legislative intervention. Second, a viable Big Ten candidate needs a combination of FBS football credentials, academic prowess (preferably membership in the Association of American Universities, which is an extremely select group of top tier research institutions) and, most importantly of all, additional media value in the form of new TV markets and/or a national brand name (i.e. Notre Dame). Considering that the entire state of Illinois is already receiving the Big Ten Network at the maximum cable carriage rate, any additional school from the state would add exactly $0 in TV revenue for the conference. That would actually mean that all other Big Ten universities would lose money with an Illinois-based expansion by splitting the pie further without making the overall pie larger… and the Big Ten isn’t making moves in order to lose money. Plus, the only other public university that even plays FBS football is Northern Illinois, who isn’t anywhere near AAU status on the academic front (and realistically never will be with its mission). If the State of Illinois wants to spend a single dime on whether it’s feasible for another public university here to join the Big Ten, then the legislature is flushing money down the toilet that it doesn’t have.

That being said, let’s not throw the proverbial baby out with the bathwater on what ought to be the real intent of this legislation: creating a stronger #2 public university in the State of Illinois behind the University of Illinois at Urbana-Champaign (abbreviated as UIUC for ease of discussion here, although I’ve always thought that was a clumsy abbreviation as an Illinois grad) regardless of any Big Ten prospects (which are non-existent in reality). What I hope is that my fellow Naperville native can’t possibly be this naive and is just using the Big Ten name as a headline grabber in order to shine the light on the very real problem that the academic quality gap between UIUC and the rest of the state’s public universities is so large that Illinois high school grads are heading to out-of-state colleges at a rate that dwarfs almost every other state in the country.

In the typical competitive Chicago suburban high school, the top 5% of the class or so is generally gunning for the Ivy League and Ivy-caliber schools (i.e. Stanford, Duke, Northwestern, etc.). The next 5% is the group that UIUC generally targets (with a little bit of variation depending upon the program – engineering and business require top 5% credentials these days, whereas an applicant might be able to get by with being in the top 15% for liberal arts). Regardless, an Illinois high school grad is pretty well-covered if he or she is in the top 10% of his/her high school class and the 90th percentile in SAT or ACT scores.

The problem is the massive academic reputation gap between UIUC and the rest of the in-state schools. For the very large group of kids that rank between the top 10% and top 30% of their class (people that still have good-but-not-elite grades and test scores and make up a huge share of the college student population), UIUC is getting too tough to get into while the rest of the in-state schools are way too easy to get into in relation to their credentials. There’s no compelling option in-between that’s a solid fit for that group of students. In the latest US News rankings for undergraduate programs at national universities, UIUC is ranked #41 in the nation, but then there isn’t another Illinois public school until the University of Illinois at Chicago (UIC) at #128. Farther down the list are Illinois State (#152), Northern Illinois (#177) and Southern Illinois (#177). It just so happens that neighboring schools like Indiana, Purdue, Iowa and Missouri are in the top 100 of the US News rankings and have admissions standards that perfectly align to those top 10%-30% students that can’t get into UIUC, so Illinois kids go to those schools in massive numbers* and are willing to pay out-of-state tuition for them (which is still relatively less expensive compared to a lot of lower-ranked private university options). According to the Chicago Tribune, there was an outflow of 30,000 freshmen students from Illinois to out-of-state schools and an inflow of 17,000 last year, which is a negative outflow of 13,000.** The academic quality gap is exactly why this is occurring.

(* Last year, the Chicago Tribune put together this fascinating database of where Illinois high school students currently go to out-state colleges. Not surprisingly, schools in neighboring states drew the largest numbers, with Iowa and Missouri having more than 1000 Illinois students each in their respective freshmen classes last year, while Indiana, Marquette, Wisconsin, Purdue, St. Louis University and Iowa State all had over 500 Illinois freshmen. Interestingly, Arizona State, Colorado, Kentucky and Kansas all drew more Illinois students than Ohio State, with all of them getting just under 200 Illinois freshmen each. Other popular power conference destinations for Illinois students outside of the Midwest are Arizona, Vanderbilt and Miami, with over 100 Illinois freshmen each. After this hellacious winter, I can’t blame any Chicagoan heading to some place where you can wear shorts in the middle of January. Meanwhile, Alabama and Ole Miss surprisingly draw more Illinois students than Nebraska, while Rutgers only has 10 Illinois freshmen. Maryland and Penn State don’t show up in this data set, which doesn’t mean anything one way or another, as some schools like Harvard that definitely have Illinois students aren’t listed here.)

UIC is probably the only public school in Illinois that has a realistic chance of filling that gap since its faculty quality is already on the higher end compared to its admissions standards, the school is solid in STEM areas since it houses the University of Illinois system’s medical and pharmacy schools, and has what is now considered to be a very desirable location in the West Loop neighborhood of Chicago. (UIC was actually a visiting member of the Committee on Institutional Cooperation (CIC) that’s considered to be the academic arm of the Big Ten for nearly 30 years, but that status was revoked following the conference’s admission of Nebraska.) The main issue is that UIC’s reputation in professional circles (outside of medicine and pharmacy) actually lags behind its perception in academia, and changes there seem to be glacial. Every Big Ten school has a stronger professional network in Chicago in the finance and tech areas that fuel the influx of new college grads every year in Lincoln Park and Lakeview, and UIC still has to catch up to regional private Catholic schools like Loyola, DePaul and Marquette on that front, too. This is a self-fulfilling prophecy – UIC won’t move up in professional prestige without attracting better students, but such better students won’t go there until UIC moves up in professional prestige.

(* Up until 20 years ago, that location was considered to be a major liability when it was far from gentrified. I know this area well since my parents both graduated from there and my father worked there for 30 years, so I have a lot of affinity for the school. My father used to get his hubcaps stolen quite frequently back in the day and we used to joke that we could buy them back at the old Maxwell Street market adjacent to UIC, which was featured in the John Lee Hooker scene in The Blues Brothers. Needless to say, the old Maxwell Street was moved for UIC’s expansion several years ago and what used to be a seedy neighborhood has turned into a land of high-priced condos and restaurants.)

The other practical problem is that it would take a ton of investment from the state to get UIC up to the level of schools that are strong non-flagships (i.e. Michigan State, Purdue, Miami University of Ohio, etc.), yet the state keeps reducing the money to public universities every single year (and as noted, the state doesn’t have the money to give it to them even if they wanted to). Regardless, I hope that some type of better realistic in-state option exists by the time my 4-year old twins are ready to go to college in 13 years. If Representative Connelly can ensure that the focus is on that particular academic goal (as opposed to Big Ten membership specifically, which is a waste of time and resources because it will never happen), then I’m game.